SBI Long Term Equity Fund Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock In
16.67%
3Y annualised
-1.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹247.12
Min. SIP amount₹500
Rating3
Fund size₹11,923.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.6%16.7%9.4%13.7%
Category average0.7%14.1%8.7%NA
Rank with in category41216NA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.5%
Larsen & Toubro Ltd.ConstructionEquity4.3%
State Bank of IndiaFinancialEquity4.0%
Reliance Industries Ltd.EnergyEquity3.9%
HDFC Bank Ltd.FinancialEquity3.6%
Cummins India Ltd.Capital GoodsEquity3.6%
Mahindra & Mahindra Ltd.AutomobileEquity3.6%
Axis Bank Ltd.FinancialEquity3.5%
Infosys Ltd.TechnologyEquity3.2%
Cipla Ltd.HealthcareEquity3.1%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
Lock-in period: 3Y
Lower expense ratio: 1.12%
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher alpha: 1.5 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.12%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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